So how my unit trust investment do last week ending 2nd April 2021?
| Date | Gain or Loss | Equity Holding | Bond Holding |
|---|---|---|---|
| 9 April 2021 | 20.69% | 44.36% | 55.64% |
| 2 April 2021 | 20.35% | 44.34% | 55.66% |
| 26 March 2021 | 18.85% | 44.14% | 55.86% |
| 19 March 2021 | 19.27% | 44.31% | 55.69% |
This is my weekly post about my personal investment in Unit Trust, diversifying my retirement fund. My intention is to educate anyone who is reading this to diversify and regularly rebalance their retirement fund. Different people have different risk tolerance. Please explore your risk tolerance before you start to invest. Take what you learn in this post with a pinch of salt.
My investment portfolio value is currently at 20.69% as compared to 20.35% last week. If I did not do portfolio rebalancing, my investment portfolio value would be at 43.69%.
My local equity fund and bond fund values went up last week, while my regional equity fund value went slightly down. The FBM KLCI index closed at 1,612 points, 27 points up from the previous week, led by profit-taking in selected stocks in the healthcare sector. Regional markets traded on a mixed note amid a rise in new Covid-19 cases and slow vaccination rollouts in selected countries. Bond fund registered a positive return for last week. The Malaysian Government Securities yields declined by 11 bps as bond market sentiment was lifted by the lower UST yields.
I will monitor my unit trust investment weekly until my next scheduled portfolio rebalancing. It is hard to predict the market movement, that is why you need to keep your emotion out of investing and rebalance your portfolio regularly.
How is your investment doing?
